See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,389 | $54,762-55.5% | $90,281-73.0% | $72,985-66.6% |
| Participation rate | 90.6% | 65.1%+25.5pp | 73.3%+17.4pp | 69.5%+21.1pp |
| Annual return | 18.23% | 30.63%-12.4pp | 78.10%-59.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,439 | $2,092-31.2% | $2,854-49.6% | $2,440-41.0% |
| Participant deferral / active EE | $676 | $2,887-76.6% | $3,885-82.6% | $3,607-81.3% |
| Admin fee / account holder | $78 | $3,972-98.0% | $5,351-98.5% | $5,124-98.5% |